Invoice Templates in ConnectWise PSA

ConnectWise PSA has three invoice template types: Standard, Custom, and Portal. Standard templates are configured inside PSA. Custom templates are built externally — typically in Report Writer — and linked by URL. Portal templates are paired versions of Standard templates for the customer portal.

To manage templates, go to Settings > Setup Tables > Invoice Templates.

Template priority

Templates can be set at three levels. More specific settings override broader defaults:

1. Billing Setup Table — applies to all invoices by default
2. Company Finance Summary tab — overrides per company
3. Agreement or Agreement Type — overrides per agreement

Create a Standard template

Standard templates let you configure what appears on each section of the invoice without editing HTML or SQL.

1. Go to Settings > Setup Tables > Invoice Templates.
2. Select Create Template > Standard. Enter a name and select Create.
3. Configure each section using the Body, Time Detail, and Expense Detail tabs in the Quick Access pod.
4. Select Save.

Select Preview Invoice in the toolbar to check your changes before saving. Two preview modes are available: service ticket invoice and project invoice.

Header tab

Setting	Description
Set Margins	Margin sizes in inches. For a #10 windowed envelope: Left 0.50, Right 0.75, Top 1.00, Bottom 0.30.
Display My Logo	Shows the logo from Billing Setup Table. Set alignment with the dropdown.
Display My Remit-to Address	Shows the remit-to address from Billing Setup Table.
Display This Custom Text	Shows custom text from Billing Setup Table.
Customize	Override field labels on the invoice. For example, rename “Billing Terms” to match your clients’ terminology.
Service Tickets	Header fields for invoices marked as Bill Separately.
Project Tickets	Header fields for project invoices.

Body tab

Controls what appears on the front page of the invoice.

Setting	Description
Services	Toggle each column and optionally rename its header.
Expense	Toggle each column and optionally rename its header.
Other Charges	Includes products. Toggle and rename as needed.
Adjustments	Includes agreement coverage and invoice adjustments.
Hours Based Agreement Override	When selected, shows extended amounts and rates for hours-based agreements. When cleared, only hours display — no dollar amounts.
Payments & Credits	Toggle each row in the totals section.
Bottom text	Custom footer text. Supports the [payable_name] token. 1,000 character limit.

Time Detail tab

Setting	Description
Display Time Detail with Invoice	Appends a time detail page to the invoice.
Non-billable Caption	Label for No Charge entries. Do Not Bill entries never print.
Sort order	How time records are ordered on the detail page (for example, by Site, then by Date).
Time Entries	Fields shown for all entries. Overridden by the agreement-specific sections below when applicable.
Hour-Based Agreement Time Entries	Overrides Time Entries for entries against hour-based agreements.
Amount-Based Agreement Time Entries	Overrides Time Entries for entries against amount-based agreements.
Service Ticket Time Entries	Additional fields for entries against service tickets.
Currency Options	How currency displays on the time detail page only. Overrides the Currency Setup Table for this section.

Expense Detail tab

Setting	Description
Include Expense Detail with Invoice	Appends an expense detail page.
Non-billable Caption	Label for Non-Billable expenses.
Sort order	How expense records are ordered on the detail page.
All Expense Entries	Toggle fields shown for all expenses.
Agreement Expenses	Additional rules for expenses charged against agreements.
Service Ticket Expenses	Additional fields for expenses against service tickets.
Project Ticket Expenses	Additional fields for expenses against project tickets.

Create a Custom template

Custom templates are built outside PSA and linked by URL. This is how tools like Better Invoice connect — the Custom URL Link points to an external template that reads your ConnectWise billing data and renders a fully branded PDF.

1. Go to Settings > Setup Tables > Invoice Templates.
2. Select Create Template > Custom.
3. Enter a Template Name and a Custom URL Link.
4. Select Save.

For the full walkthrough — including building the report, copying the URL, and embedding subreports for the product, time, and expense detail sections — see Create a Custom Invoice Template.

Create a Portal template

Portal templates are simplified versions of Standard templates displayed in the customer portal. Every Standard template has a matching portal view.

To create a new Portal template:

1. Go to Settings > Setup Tables > Invoice Templates.
2. Select Create Template > Portal. Enter a name and select Save.

To configure the portal view of an existing Standard template, open the template and select View Portal Template in the toolbar.

Note: Portal templates require the New Customer Portal to be configured.